Work Sheet: BiggerVision! Quick View
Productivity Point: While I’m happy to provide you with this framework for creating your own strategic view, I want to caution you to use only the Goals & Key Considerations that are meaningful to you. When I do this consulting work with a client there is typically some major opportunity or challenge that has brought us together. Once I have a sense of what the driving forces and key considerations are I create this perspective based on the key considerations I feel are most relevant and useful to discuss.
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Level One |
Level Two |
Level Three |
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Write Meaningful Descriptions Define your Levels by writing a brief description of each based upon some desire, theme, or unique perspective that you & your company relate to strongly at this moment. |
We have to get back to break-even operating budget which includes paychecks for founders/owners |
Income/Profits are up so that we can now justify taking this next step of ______ | We are consistently at ______ and are now able to _____________ |
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Goals & Key Considerations Must Be Scaled for EACH Level (Samples Only) |
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| Income Goals-Monthly | |||
| Income Goal-Annual (on track for) | |||
| Income from Sales/Product Offering A | |||
| Income from Sales/Product Offering B | |||
| Income from Sales/Product Offering C | |||
| Number of Qualified Sales Leads Required --based upon current conversion rates | |||
| # of Repeat Clients | |||
| # of Referral Agents Needed to Achieve Goals | |||
